تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
State Street Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $48.4B | |
|---|---|---|
| Revenue (ttm) | 15.5B | |
| Net income (ttm) | 3.4B | |
| EPS (ttm) | $12.2 | |
| Shares out | 272.8M | |
| P/E (trailing) | 14.2x | |
| P/E (forward) | 11.9x | |
| Dividend | $3.68 (2.12%) | |
| Volume | 1,354,449 | |
| Beta | 1.42 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $12.03B | $12.15B | $11.95B | $13.00B | $13.94B | +3.8% |
| Gross profit | $12.06B | $12.11B | $11.90B | $12.84B | $13.89B | +3.6% |
| Operating income | $3.17B | $3.33B | $2.32B | $3.40B | $3.73B | +4.1% |
| Net income | $2.69B | $2.77B | $1.94B | $2.69B | $2.95B | +2.3% |
| EPS (diluted) | $7.19 | $7.19 | $5.58 | $8.21 | $9.40 | +6.9% |
| EBITDA | $4.73B | $4.48B | $3.20B | $4.00B | $4.29B | -2.4% |
| R&D | — | — | — | — | — | — |
| SG&A | $4.59B | $4.38B | $4.56B | $4.71B | $5.09B | +2.6% |
Recent company headlines from major financial publishers.
The base case represents the modal expected path, where State Street executes on steady organic growth across core Investment Servicing ($6,681M in FY2025) and Investment Management ($2,568M). Pretax margin expands toward management's 32% objective, driven by positive operating leverage and $750M in productivity initiatives, partially offset by planned expense growth of roughly 8%. Capital intensity steps down gradually from 1.9x D&A toward 10% reinvestment of NOPAT, while disciplined share buybacks continue at ~$1.2B annually. Discounted at a moderate cost of equity of 10.163% and anchored on a 12.0x exit multiple, this yields the house Fair value of $174.77.
Under the bull case, accelerating institutional asset velocity and robust global market appreciation expand custody assets under management and administration, lifting Investment Servicing fee growth toward high single digits. Accelerated adoption of front-to-back Alpha solutions and digital ecosystem offerings—including tokenized money market fund administration and stablecoin reserve servicing, —enhances client retention and wallet share. Concurrently, capital expenditures normalize rapidly from peak levels toward historical maintenance rates, driving operating margins above 28% and supporting share repurchases exceeding $1.5B annually. This operational momentum supports intrinsic valuation reaching Potential value at $214.28.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 9.2% | $186 | $190 | $193 | $197 | $201 |
| 9.7% | $178 | $180 | $183 | $186 | $190 |
| 10.2% | $170 | $172 | $175 | $177 | $180 |
| 10.7% | $163 | $165 | $167 | $170 | $172 |
| 11.2% | $157 | $158 | $160 | $162 | $165 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
